Gerber Kawasaki Wealth & Investment Management J P Morgan Diversified Return Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.21 Billion
  • Q1 2025

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in J P Morgan Diversified Return stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 185,657 shares of JPSE stock, worth $8.59 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
185,657
Previous 177,479 4.61%
Holding current value
$8.59 Million
Previous $8.33 Million 2.85%
% of portfolio
0.37%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$42.78 - $48.51 $349,854 - $396,714
8,178 Added 4.61%
185,657 $8.09 Million
Q4 2024

Feb 14, 2025
SELL
$46.77 - $51.7 $13,329 - $14,734
-285 Reduced 0.16%
177,479 $8.33 Million
Q3 2024

Nov 13, 2024
BUY
$43.03 - $48.28 $24,182 - $27,133
562 Added 0.32%
177,764 $8.54 Million
Q2 2024

Aug 13, 2024
SELL
$42.08 - $45.34 $133,435 - $143,773
-3,171 Reduced 1.76%
177,202 $7.73 Million
Q1 2024

May 13, 2024
SELL
$41.74 - $45.2 $102,805 - $111,327
-2,463 Reduced 1.35%
180,373 $8.15 Million
Q4 2023

Feb 12, 2024
SELL
$36.92 - $44.74 $1.26 Million - $1.52 Million
-34,056 Reduced 15.7%
182,836 $8.06 Million
Q3 2023

Nov 14, 2023
BUY
$38.77 - $43.1 $259,371 - $288,339
6,690 Added 3.18%
216,892 $8.52 Million
Q2 2023

Aug 10, 2023
SELL
$37.79 - $40.96 $4.16 Million - $4.5 Million
-109,967 Reduced 34.35%
210,202 $8.61 Million
Q1 2023

May 15, 2023
BUY
$37.92 - $43.54 $549,460 - $630,894
14,490 Added 4.74%
320,169 $12.8 Million
Q4 2022

Feb 08, 2023
BUY
$36.1 - $41.8 $11 Million - $12.8 Million
305,679 New
305,679 $11.8 Million

Others Institutions Holding JPSE

# of Institutions
112
Shares Held
9.91M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN DIVERSIFIED RETURN

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